Screener
PSC vs BSMC
Principal U.S. Small-Cap ETF vs Brandes U.S. Small-Mid Cap Value ETF
Key differences
- PSC costs 0.33% less per year.
- PSC is significantly larger than BSMC — larger funds tend to be more liquid and less likely to close.
- PSC follows a index tracking strategy; BSMC uses active selection.
- PSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSC | BSMC | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.71% |
| Fund size (AUM) | $2.0B | $164M |
| Since | 2016 | 2023 |
| Dividend yield | 0.61% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.6% | +26.1% |
| CAGR 3Y | +18.7% | N/A |
| CAGR 5Y | +8.1% | N/A |
| Sharpe 3Y | 0.78 | N/A |
| Volatility 1Y | 18.83% | 14.75% |
| Max drawdown | -46.75% | -19.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PSC and BSMC
Explore further